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RIA / WealthAdvisorChartered Financial Analyst30 years in industry

JOHN MARSHALL WILLIAMS

Advisor at CONSTELLATION WEALTH ADVISORS

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b8e2d83c-8627-e8ba-ef11-caed676562bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Mar 2, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

John Marshall Williams

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONSTELLATION WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 3, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66|S63
First exam: Jan 3, 1996
First registration: Mar 2, 2005
Dual registered: no
IAPD individual key: 2669535

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONSTELLATION WEALTH ADVISORS	Independent wealth	Dec 20, 2010	n/a	yes	CINCINNATI, OH	Current employment
CONSTELLATION WEALTH ADVISORS, LLC	Former SEC adviser	Sep 29, 2017	May 28, 2020	no	CINCINNATI, OH	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Mar 2, 2005	Jun 27, 2008	no	CINCINNATI, OH\|CINCINNATI, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CONSTELLATION WEALTH ADVISORS, LLC	n/a	May 28, 2020	n/a	n/a	Departure no registered destination	Departure
FIFTH THIRD SECURITIES, INC.	CONSTELLATION WEALTH ADVISORS	Jun 27, 2008	Dec 20, 2010	906	Firm change after gap	Other

Relationships

Registered with (3)

→ CONSTELLATION WEALTH ADVISORSRegistered adviserregistration: current employment
Dec 20, 2010 to presentfactForm ADV
→ CONSTELLATION WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 29, 2017 to May 28, 2020factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Mar 2, 2005 to Jun 27, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b8e2d83c-8627-e8ba-ef11-caed676562bd
First observed: Mar 2, 2005
Last observed: Sep 14, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOHN MARSHALL WILLIAMS

Advisor at CONSTELLATION WEALTH ADVISORS

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b8e2d83c-8627-e8ba-ef11-caed676562bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:32 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CONSTELLATION WEALTH ADVISORS

Independent wealth

Dec 20, 2010

n/a

yes

CINCINNATI, OH

Current employment

CONSTELLATION WEALTH ADVISORS, LLC

Former SEC adviser

Sep 29, 2017

May 28, 2020

CINCINNATI, OH

Previous registration

FIFTH THIRD SECURITIES, INC.

Bd affiliated wealth

Mar 2, 2005

Jun 27, 2008

CINCINNATI, OH|CINCINNATI, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CONSTELLATION WEALTH ADVISORS, LLC

n/a

May 28, 2020

n/a

Departure no registered destination

Departure

FIFTH THIRD SECURITIES, INC.

CONSTELLATION WEALTH ADVISORS

Jun 27, 2008

Dec 20, 2010

906

Firm change after gap

Other